FORNEY MEMORIAL VFW POST 9180 (EIN 751925578) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Robert Ogg

Phone

9037151399

Tax Period

2024-07-01 to 2025-06-30

FORNEY MEMORIAL VFW POST 9180, founded in 2005, is a small nonprofit that reported $488K in total revenue in fiscal year 2024. Revenue surged 716% from the prior year, signaling strong growth momentum. The organization ran a surplus of $445K, a strong 91% operating margin.

Mission

To help veterans and their families in time of need and provide community service as needed.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,226

Program Service Revenue $0

Investment Income $461,764

Other Revenue $18,384

TOTAL REVENUE $488,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,692

Other Expenses $43,222

TOTAL EXPENSES $43,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$488,374	$59,831	+7.2%
Expenses	$43,222	$43,735	0.0%
Net Income	$445,152	$16,096	+26.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Phelps	Commander	20.00	Officer	$0	$0	$0
Esteban Alvarado	SrVice Commander	5.00	Officer	$0	$0	$0
Gary White	JrVice Commander	5.00	Officer	$0	$0	$0
Robert Ogg	Quartermaster	20.00	Officer	$0	$0	$0
John Holsclaw	Chaplain	1.00	Officer	$0	$0	$0
John Holsclaw	1 year Trustee	5.00	Officer	$0	$0	$0
Robert Gray	2 year Trustee	1.00	Officer	$0	$0	$0
Dallas Fox	3 year Trustee	1.00	Officer	$0	$0	$0
Kathy Hills	Adjurant	10.00	Officer	$0	$0	$0
Robert Hunter	Service Officer	5.00	Officer	$0	$0	$0
Nathan Fuller	Judge Advocate	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$488,374	$43,222	$786,132	$445,152

FORNEY MEMORIAL VFW POST 9180